- Investment Services and Planning (Stocks, Bonds, Annuities and Mutual Funds)
- Education Funding
- Tax Planning
- Detailed Asset Allocation Models
- Monitoring and Reporting Technology
- Qualified Longevity Annuities (QLAC)
Each of us faces many personal financial planning challenges. Whether discussing life insurance, taxes, or college funding, a professional advisor can guide you through each aspect of your personal financial plan. At The Harrison Group, we are experienced in all areas of personal financial planning, and can help you implement the plan that best suits your lifestyle and needs.
Much extended longevity is one of the most profound developments of our time. You must count on your assets providing for your family for longer than you imagined. Your investment strategy must take this into account, along with the impact of income taxes.
We have been successful in counteracting the longevity and tax issues with annuities. Our focus is using them in after-tax accounts, which allows your money to grow on a tax-deferred basis and then pay you an income you can’t outlive. This last point is important even in IRAs, where a combination of poor investment returns and withdrawals could bring an investment account to a zero balance while you are still alive.
Securities and Investments Advisory Services are offered through Kestra Investment Services, LLC (Kestra, IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Harrison Group is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of Kestra IS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Please note that all investments are subject to market and other risk factors, which could result in loss of principal. For additional information, please contact the Kestra IS Compliance Department at 512-697-6000.
